In Vebra/Encore Live on a Person record, there is a section called Activity with us which shows any properties that the person is buying, selling, letting or tenanting.
In Alto, you can see all the properties that a contact is selling or letting by going to the Properties tab.
- Click Contacts on the main toolbar
- Select the relevant contact from Recent & Favourite Contacts
- Alternatively, find the contact using the Search Contacts bar in the top right
- Click Properties on the side menu
To see the properties that a contact is buying:
- Click Overview on the side menu
- Click on the offers tile
To see the properties that a contact is renting:
- Click Overview on the side menu and click on the offers tile, OR
- If you have the Property Management module enabled, click Tenancies on the side menu